Job Description

In a Nutshell:

Are you a detail-oriented banking professional with a passion for delivering top-tier client service? Were looking for a Commercial Banking Relationship Coordinator to manage the new accounts process for our high-revenue Commercial Banking clients. This position is based in Downtown Los Angeles or Irvine, CA. In this role, youll serve as the primary point of contact, ensuring a seamless onboarding experience from account setup to post-implementation support!

If you are looking for a professional and energetic work environment where your positive attitude can contribute to a great team, this is a great position for you. What it Takes:

• Serve as the initial point of contact for high revenue client support issues.
• Manage client onboarding, implementation and training, including but not limited to opening new deposits accounts, or work with internal teams to explain and review all account documentation and assume responsibility for proper documentation execution and onboarding.
• Send documentation to the client and follow up on receipt. Escalate implementation delay if needed.
• Participate in client calls and provide support for special/complex client implementations.
• Establish post implementation timelines with clients.
• Manage various operational reports, perform reconcilements and call back entries.
• Act as liaison between Clients, Commercial Banking Relationship Managers, the Commercial Banking Department, and various internal departments within the Bank.
• Research transactions and resolve errors.
• Input, update and maintain client's records and files on the Banks core processing system.
• Answer incoming phone calls, emails, greet clients, and place calls in a timely, professional manner with an emphasis on superior and professional service.
• Remain abreast of developments that impact products and client service in order to generate cross selling opportunities for prospective and existing clients.
• Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
• Complete all related training, included but not limed to cybersecurity, including phishing emails, securing your access credentials, and preventing unauthorized access. Develop a keen common sense of understanding for potential cyber-attack indicators and apply critical thinking skills.
• Apply common sense and reasonable critical thinking skills in analyzing all monetary related transactions (including email and telephone requests) to avoid a financial loss to the Bank. Conduct thorough research to support the decision-making process to ensure well-informed and evidence-based activities to protect the Bank and minimize risk.
• Immediately report any suspicious IT activities to IT Security and/or CIO. Bring any other suspicious activities to the attention of a supervisor, or the Chief Risk Officer.
• Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
• Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.
• May perform other duties as assigned.

What are you great at:

• A high school diploma or equivalent is required.
• Minimum of 5 years' experience in client service or operations management function of a bank or financial institution.
• Minimum of 5 years experience in Treasury, Cash Management and processing ACH
• Minimum of 2 years' experience working independently with new accounts in a bank or financial institute.
• 3+ years' experience with general accounting and bank reconciliation experience (bank back office) preferred.
• Strong knowledge of bank products and services and support systems.
• Strong Client Service Skills and being able to recognize referral opportunities.
• Ability to manage multiple projects and to work independently.
• Excellent written and communication skills, including ability to deal professionally with branch issues, problems, and questions.
• Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
• Ability to interact with all levels of clients, staff, and management.
• Ability to work successfully in a deadline driven, team environment.
• Strong Banking Software Skills required (Fiserv preferred). Ability to stay up-to-date on software changes.
• Proficient in Microsoft Word, Excel, Outlook.

About Liberty Bank, N.A. Liberty Bank, N.A. is a $550 million OCC-chartered bank based in Irvine, California. As a full-service commercial bank, Liberty Bank, N.A. supports businesses and entrepreneurs in the Southern California markets of greater Orange County and Los Angeles County, as well as the Northern California markets of San Francisco, San Mateo County and Santa Cruz County, including communities in San Lorenzo Valley. Liberty Bank, N.A. is an experienced Real Estate and Commercial & Industrial Lender. Member FDIC. Equal Housing Lender. The Bank has a balance sheet that has strong capital ratios and a clean loan portfolio. The Bank's vision is to deliver a scalable and competitive banking platform designed for growth and exceptional client service that enables integration of future acquisitions. The executive officers and many of the staff are all alumni of, and were instrumental in, the success of Grandpoint Bank, which operated in Los Angeles from 2010 until it was sold in 2018.

Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, color vision, and the ability to adjust focus.

Equal Employment Opportunity and Affirmative Action Statement Liberty Bank, N.A. is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, medical condition, marital status, disability status or protected veteran status or any factor prohibited by law, and as such, affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. If you would like to view a copy of the companys affirmative action plan or policy statement, please email hr(at)libertybk.com. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please email hr(at)libertybk.com. Note that a response to your request may take up to two business days and that this email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not email regarding the status of your job application if you do not require accessibility assistance or an accommodation. Emails received for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response. We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance and the requirements of Section 19 of the Federal Deposit Insurance Act. Please use this link to review statements of protection from discrimination under Federal law for job applicants and employees: Know Your Rights: Know Your Rights: Workplace Discrimination is Illegal. Please note: Emails received for other purposes such as following up on an application, will not receive a response. NOTE: Information sent by e-mail is at risk of loss of confidentiality if the information is transmitted over the Internet. We do not recommend sending confidential information such as account numbers or Social Security numbers by e-mail. Note: This preceding has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Tags

Similar Jobs